Adding New Users to FatStax

This article describes how to add new users to a specific catalog for FatStax.

* Adding New users and setting an initial password for them

* Adding New users and letting them set their own password.

1. Select your catalog and navigate to the "People" Tab

Select your catalog and navigate to the "People" Tab

2. Select "Invite a Person" from the Actions list (left side)

Select "Invite a Person" from the Actions list (left side)

3. Add Email, Last Name and First Name

The email becomes their user name to sign into both FatStax (iPad) and CloudStax Content Manager.

 

Add Email, Last Name and First Name

4. Set Permission Access Level

When you add a user, you can also increase their level of permission all the way up to adminstrator. By default, new users have the basic permission level of View-Only, enough to download the catalog on the iPad and view the data if they log into CloudStax. However, they can not edit or add data or resources. To change their permission level, just click on the radial button or drop down list next to the level you want to provide access.

For more information, see the article, What are the different permissions levels and how can we assign them?

 

5. Optional - Set Password

If you want to set their initial password, click the Set Password Button and enter the password you want them to use to first login. Confirm it in the second field. Click the green Send Invitation button.

Note: this method will not require any validation from the user to activate their account and download their catalog on the iPad. It automatically recognizes that you have validated their account when you add a password. It will not send them an email either. You will need to inform them about their login credentials by another method (email, phone).

Optional - Set Password

6. Optional - Show All Fields for more Profile information

You can also add more profile information about the user by clicking on this button to view all the optional fields. This is sometimes helpful for larger sales organizations to manage different regions or divisions.

Optional - Show All Fields for more Profile information

7. When finished, click "Send Invitation"

If you have set a password, this action will only validate the user. It will not send them any other communication.

If you have not set a password, they will get an invitation requesting them to validate and activate their account by going to CloudStax and choosing a password. Once they confirm the password, they will be able to access their catalog in the FatStax iPad app. If they do not, their account will not be activated.

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